Steps to Financial Independence Pathway (FIP)

The Public Trustee offers the Steps to Financial Independence Pathway (FIP) program to our financial management customers wanting greater control of their money.

It is important our customers understand that the Queensland Civil and Administrative Tribunal (QCAT) makes financial independence decisions for customers wanting to control all of their finances, not the Public Trustee. We are, however, here to support customers every step of the way.

The program generally takes twelve months and we will help to gather the evidence required to complete a Declaration of Capacity – if the customer is seeking control of all of their finances.

The Declaration of Capacity requires a medical report.  The report may be from their treating GP or other health professional.

Customers can still be a part of the program and do not need to apply for a ‘Declaration of Capacity’ if they are seeking greater control of some of their finances, rather than all.

The Steps to Financial Independence Pathway (FIP) program is tailored to the goals and needs of each customer along with regular review and evaluation of progress throughout the program along with referral pathways to financial literacy and resilience services across Queensland.

Customers wanting more information about FIP should contact their Trust Officer. They will help create a program to support you to reach your goals.

You can contact your Trust Officer directly by phone, email or visiting them in person.

Customer Story:

*Richard's Story to financial independence 

Fact Sheets:

Easy Read - Steps to Financial Independence Pathway (FIP) 

Steps to Financial Independence Pathway 

Program process overview:

Steps to Financial Independence Pathway process guidelines

Last published: 13/10/2021 12:39:10 AM